Compare · 2 funds side by side · dividends reinvested

INDY and JEPQ

INDYiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,229INDY · best of the two

02 / 04

INDY and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.0

iShares India 50 ETFInternational · Region & country0.65%9.18%−9.3%−8.9%+3.3%+0.5%−19.1%15.7%$566M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: INDY 2009 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares India 50 ETF · $566M$10,229

INDY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

INDYMeasureJEPQ

−9.3%Year to dateJan 1 → Nov 4+8.5%

−8.9%1 yearTotal return+9.3%

+3.3%3 years · per year$10,000 became $11,037 · $17,406+20.3%

+0.5%5 years · per year$10,000 became $10,229 · […][…]

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

9.18%Trailing 12-mo yield$918 · $1,217 a year on $10k12.17%

−19.1%Worst dropSmaller is better−8.8%

15.7%VolatilityLower is calmer15.5%

INDYJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INDY vs JEPQ: Top 5 Holdings

Today

INDY

37.2%in top 5

JEPQ

in top 527.9%

INDYStockJEPQ

10.1%HDFCBANKnot top 5

9.3%ICICIBANnot top 5

7.9%RELIANCEnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

5.7%BHARTIARnot top 5

not top 5MSFT5.6%

not top 5MU4.2%

4.2%LT.NSnot top 5

not top 5GOOG4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

INDY vs JEPQ Returns, Every Period

iSharesINDY

−8.9%

past year

JEPQJ.P. Morgan

+9.3%

past year

INDYJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: INDY vs JEPQ

YTD

iSharesINDY

−9.3%

JEPQJ.P. Morgan

+8.5%

−9.3%Year to date+8.5%

−19.1%Worst drop · 1Y−8.8%

15.7%Volatility · 1Y15.5%

9.2%Yield12.2%

$566MAssets$41.8B

4–0JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INDY, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

INDY0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: INDY, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

INDY9.18%$918

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

INDY$918 − $65 = $853

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: INDY, JEPQ

Today

0.0%most shared, INDY and JEPQ

INDYJEPQ

INDY—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

INDYWorst drop−19.1%15.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQINDY

+8.5%Year to date−9.3%

12.2%Yield9.2%

+9.3%Past year−8.9%

0.35%Fee0.65%

4–0JEPQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026